Tax Preparation 2022-2023 Part 1-Introduction & Excel Tax Formula Worksheet Creation
Learn income tax preparation from a certified public accountant (CPA)
1010.01 Why & How To Learn Tax Law
1020.03 Methods & Tools for Learning Tax Law
1030.04 Tax Software Options
1040.05 Free Tax Tools
1050.06 Tax Types or Categories
1070 Marginal & Average Tax Rates
1080 Marginal & Average Tax Rates Example
1090 Income Tax Formula
1100 Income Tax Formula Example
1110 Tax Law & Tax Authority
1120 Circular 230 Regulations Governing Practice Before IRS
1130 Affordable Care Act - What you Need to Know
1135 What’s New
1145 Do You Have To File
1155 When and Where
1500 Create a Tax Formulate Worksheet Using Excel Part 1
1505 Create a Tax Formulate Worksheet Using Excel Part 2
1510 Create a Tax Formulate Worksheet Using Excel Part 3
1515 Create a Tax Formulate Worksheet Using Excel Part 4
This course will cover the fundamentals of income tax preparation. We will discuss the reasons for learning tax preparation, the methods for learning tax preparation, and the tools.
The course will compare different tax types and explain tax terminology, including what a progressive tax is and the differences between a marginal tax rate and an average tax rate.
Learners will approach tax preparation using three central angles: tax forms, a tax formula, and tax software.
You do not need tax software to take the course, but practicing with tax software is a powerful tool for learning.
We will talk about what is new for the tax year 2022.
We will create a tax worksheet using Excel, although you may also use Google Sheets. We will use the Excel Worksheet to work on problems using a tax formula method.